Practical tools and guides for finance teams navigating technical accounting, audit readiness, and AI-enabled close platforms.
Checklists and Templates
- Template · PDFMonth-End Close Calendar Template (opens PDF in a new tab)
- Diagnostic · PDFMonth-End Close Health Diagnostic (opens PDF in a new tab)
- Checklist · PDFPre-Acquisition Accounting Due Diligence Checklist (opens PDF in a new tab)
- Checklist · PDFAudit Readiness Checklist (opens PDF in a new tab)
- Checklist · PDFFirst 90 Days Post-Acquisition Integration Checklist (opens PDF in a new tab)
Guides
- Guide · PDFReconciliation Standards Guide (opens PDF in a new tab)
- Guide · PDFWhen Do You Need a Fractional Controller? (opens PDF in a new tab)
- Guide · PDFRevenue Recognition: What Growing Companies Get Wrong (opens PDF in a new tab)
- Guide · PDFWhat Your Books Need to Look Like Before an Acquisition (opens PDF in a new tab)
Need help applying these?
If you want a CPA to walk through any of these with your team and apply them to your close, audit, or transaction, schedule a consultation.